CRM & Sales Hub

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Deal Type Definitions?
- Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that we should apply New Business to any deal associated with an organization that has never purchased from us before, and Existing Business for organizations that have. Is anyone with a similar busin ...read more
Field Sales Management Tool with HubSpot Intergation
- Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory management. Furthermore, we have high standards regarding data protection since we are operating in the health care industry (Germany). Would be great to get some reccomendations and feedback on exisiting ...read more
Can the same sequence run simultaneously?
- Can the same sequence be running multiple times? For example: Can I start "Sequence 1" today with "x" contacts and then tomorrow start "Sequence 1" with "y" contacts? The sequence takes 28 days to finish. Or would it be better to use a workflow? ...read more
Track MQLs and SQLs per SDR
- Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in mind, when an SDR converts an MQL to an SQL, the SQL will be transferred to the AE, and will not belong to the SDR anymore. Is there a way to track how many MQLs and SQLs are SDRs are having/prod ...read more
list of 5 disqualification and 5 winback reasons
- Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages. ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more

Reply Discussion Announcement Sales

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CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more

Reply Discussion Getting Started Sales

10 upvotes

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FDeBiase on April 01, 2023

Fiscal Year - Dashboard doesn't work

Hello everyone I'm Francesco... We have set the Fiscal Year on February-January according to our company. I suppose that on HubSpot, Dashboard will show all the graphs accordingly. But it still show Quarters starting on Jan-March... read more

Reply Discussion Free

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pozitronic on March 31, 2023

hs-script with wp rocket and moving to header

Hi, Sometimes the hubspot hs-script appears to not capture: original source first referring site first seen etc. I think this could be because of two problems: The code is not in the header wp-rocket is doing something to it. How c read more

Reply Discussion Analytics Tools

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pozitronic on March 31, 2023

First Referring Site Empty Sometimes

Hi, Some of my contacts in HubSpot have the First Referring Site and First Page Seen as blank / empty. What could be prevent this from being populated? Any ideas? Perhaps a plugin?

Reply Discussion Analytics Tools CRM

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DTeter on March 31, 2023

Empty records showing up in Download

I Have records showing up in the download that i cannot find in the online data base. They have a record ID but no information. I would like to find out where they are since they are messing with my reporting. The deal name is a date on 12 records read more

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_MMDL on March 31, 2023

Deactivated users, best practices

Hi all, Hi all, We work in a franchise scheme, where every franchisee has their own HS account. My question is related to recommending the best practices for deactivated users at the users & teams administration level, there are accounts with read more

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BukunmiOdetayo

Top Contributor | Partner

March 31, 2023

Hi @_MMDL , Is there hope for these deactivated users to be reactivated to those HubSpot accounts? If not, then, I'll suggest removing them from...read more

adamlfoster on March 31, 2023

Help with assigning tasks

We often assign companies to different sales reps based on their postcodes which is easily done. However when we do this we would ideally like all of the tasks associated with those companies to automatically be assigned to the same company owner. read more

Reply Discussion Tasks

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BukunmiOdetayo

Top Contributor | Partner

March 31, 2023

Hi @adamlfoster , Are you using workflows to create all of those tasks? Ideally, automatically assigning all tasks associated with a company t...read more